Wealth Enhancement Advisory Services’s iShares 0-5 Year Investment Grade Corporate Bond ETF SLQD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.3M | Buy |
65,546
+14,352
| +28% | +$723K | 0.01% | 1100 |
|
|
2025
Q1 | $2.57M | Buy |
51,194
+2,956
| +6% | +$149K | ﹤0.01% | 1119 |
|
|
2024
Q4 | $2.4M | Buy |
48,238
+25,724
| +114% | +$1.28M | ﹤0.01% | 1083 |
|
|
2024
Q3 | $1.14M | Buy |
22,514
+1,580
| +8% | +$79.7K | ﹤0.01% | 1317 |
|
|
2024
Q2 | $1.03M | Buy |
20,934
+1,972
| +10% | +$97.1K | ﹤0.01% | 1264 |
|
|
2024
Q1 | $933K | Sell |
18,962
-2,610
| -12% | -$128K | ﹤0.01% | 1266 |
|
|
2023
Q4 | $1.06M | Buy |
21,572
+576
| +3% | +$28.3K | ﹤0.01% | 1149 |
|
|
2023
Q3 | $1.01M | Sell |
20,996
-5,807
| -22% | -$279K | ﹤0.01% | 1092 |
|
|
2023
Q2 | $1.29M | Sell |
26,803
-26,999
| -50% | -$1.3M | 0.01% | 241 |
|
|
2023
Q1 | $2.61M | Buy |
53,802
+15,221
| +39% | +$738K | 0.03% | 186 |
|
|
2022
Q4 | $1.87M | Sell |
38,581
-5,533
| -13% | -$268K | 0.02% | 180 |
|
|
2022
Q3 | $2.09M | Buy |
+44,114
| New | +$2.09M | 0.03% | 168 |
|